Kansas City, MO Office

Mary Swanson is a financial advisor at Stifel with 39 years of industry experience. She holds Series 63 and Series 65 designations and has been with Stifel Nicolaus & Co Inc since 2016. Outside of her advisory role, she serves on the marketing and investment committee of the Boys and Girls Club of Greater Kansas City. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services. The firm uses proprietary investment methodologies developed by its Investment Strategy Group to guide asset allocation and financial planning.

Susan Mccourt is a financial advisor at Stifel with 31 years of industry experience. She holds a Series 63 designation and has been with Stifel since 2012. The firm serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. Stifel utilizes a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning analyses.

Jack Donovan is a financial advisor at Stifel with four years of industry experience. He holds the Series 66 designation and previously worked at American Century Investment Services, Inc. Outside of his advisory role, he is involved with Embrace the Grape, a business he has been affiliated with since 2022. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

Brenda Gooderl is a financial advisor at Stifel with 27 years of industry experience. She holds Series 63 and Series 65 designations and has been with Stifel Nicolaus & Co Inc since 2016. Stifel serves a broad range of clients, including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and planning analyses.

Herbert Buchbinder is a financial advisor at Stifel with 48 years of industry experience. He holds Series 65 and Series 63 licenses and has been with Stifel Nicolaus & Co Inc since 2016. He is also a managing partner of a family limited partnership focused on estate planning. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Sydney Allen is a financial advisor at Stifel with one year of industry experience. He holds a Series 66 designation. Outside of his advisory work, Sydney is employed as a bartender at Harpo's Bar and Grill. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to offer asset allocation and planning analyses.

Daniel Stolper is a financial advisor with Stifel in Kansas City, MO, holding Series 63 and Series 65 licenses and 38 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2016. Stolper is involved in community activities, serving on the Endowment Committee and the Board of Trustees, including a past presidency, at The Temple, Congregation B'nai Jehudah. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services. The firm uses a proprietary investment strategy methodology developed by its Investment Strategy Group to guide asset allocation and planning, with clients retaining discretion over implementation.

Jeb Newman Jr. is a financial advisor at Stifel with six years of industry experience, including four years as a self-employed advisor before joining Stifel in 2019. He holds a Series 66 designation and is based in Kansas City, MO. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning guidance.

John Allen is a financial advisor at Stifel with 22 years of industry experience. He holds the Series 66 designation and has been with Stifel, Nicolaus & Company Inc. since 2004. Outside of his advisory role, he serves as a committee member for the renovation planning of a building at First Presbyterian Church of Lee's Summit. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to support its advisory and planning services.

Francis Duff is a financial advisor at Stifel with 45 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Robert W Baird & Company for 22 years before joining Stifel in 2022. Stifel serves a wide range of clients, including individuals, institutions, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach relies on proprietary forward-looking capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Mark Hall is a financial advisor at Stifel with 24 years of industry experience. He holds Series 63 and Series 65 designations and has been with Stifel since 2012. The firm serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

Larry Toole is a financial advisor at Stifel with 40 years of industry experience. He has been with Stifel since 1988. He holds the Series 65 and Series 63 licenses. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group that informs asset allocation and financial planning analyses.

Nicholas Newberry is a financial advisor at Stifel with 15 years of industry experience. He holds the Series 66 designation and has been with Stifel Nicolaus & Co Inc since 2012. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.